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Continuum Advisory’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Continuum Advisory’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.73M Buy
431,710
+45,466
+12% +$1.05M 0.93% 22
2025
Q4 		$9M Sell
386,244
-37,365
-9% -$874K 0.9% 21
2025
Q3 		$10M Buy
+423,609
New +$10.2M 1.06% 17

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Continuum Advisory's CRDT Position: Q1 2026 in Review

Continuum Advisory increased its Simplify Opportunistic Income ETF (CRDT) stake by 12% in Q1 2026, buying an estimated $1.05M and bringing the position to 431,710 shares worth $9.73M. The position accounts for 0.93% of the portfolio, ranked #22.

Continuum Advisory first reported a position in CRDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $10M in Q3 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Continuum Advisory held 431,710 shares of Simplify Opportunistic Income ETF worth $9.73M as of Q1 2026.
  • Continuum Advisory bought 45,466 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $1.05M.
  • Simplify Opportunistic Income ETF made up 0.93% of Continuum Advisory's portfolio in Q1 2026, its #22 holding.
  • Continuum Advisory first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Continuum Advisory's Simplify Opportunistic Income ETF position peaked at $10M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.